+203.4%
W vs ENTG
+1,303.7%
-1,100.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.3% | -9.6% | -5.5% |
| 7D | -7.4% | +7.9% | -15.3% | -12.6% |
| 30D | +7.8% | -3.6% | +11.4% | +6.7% |
| 3M | +10.9% | +2.7% | +8.1% | +2.5% |
| 6M | +86.4% | +3.6% | +82.9% | +62.6% |
| YTD | +14.0% | +83.6% | -69.6% | -36.0% |
| 1Y | +3.5% | +84.9% | -81.3% | -43.2% |
| 3Y | +164.8% | +63.2% | +101.6% | +47.7% |
| 5Y | -53.1% | +4.9% | -58.0% | -64.9% |
| 10Y | +220.4% | +799.3% | -578.9% | -16.3% |
| All | +203.4% | +1,303.7% | -1,100.4% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ENTG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling